TRUE Private Wealth Advisors’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,985
| Closed | -$218K | – | 230 |
|
|
2022
Q3 | $218K | Sell |
4,985
-484
| -9% | -$21.2K | 0.03% | 194 |
|
|
2022
Q2 | $255K | Hold |
5,469
| – | – | 0.04% | 187 |
|
|
2022
Q1 | $355K | Buy |
5,469
+22
| +0.4% | +$1.43K | 0.05% | 156 |
|
|
2021
Q4 | $371K | Sell |
5,447
-706
| -11% | -$48.1K | 0.05% | 178 |
|
|
2021
Q3 | $423K | Sell |
6,153
-11
| -0.2% | -$756 | 0.06% | 158 |
|
|
2021
Q2 | $387K | Sell |
6,164
-74
| -1% | -$4.65K | 0.06% | 156 |
|
|
2021
Q1 | $388K | Sell |
6,238
-176
| -3% | -$10.9K | 0.06% | 155 |
|
|
2020
Q4 | $322K | Sell |
6,414
-443
| -6% | -$22.2K | 0.05% | 154 |
|
|
2020
Q3 | $214K | Sell |
6,857
-24
| -0.3% | -$749 | 0.04% | 177 |
|
|
2020
Q2 | $253K | Buy |
6,881
+3,817
| +125% | +$140K | 0.05% | 160 |
|
|
2020
Q1 | $80K | Buy |
3,064
+4
| +0.1% | +$104 | 0.02% | 233 |
|
|
2019
Q4 | $180K | Sell |
3,060
-633
| -17% | -$37.2K | 0.03% | 229 |
|
|
2019
Q3 | $222K | Buy |
3,693
+3
| +0.1% | +$180 | 0.04% | 186 |
|
|
2019
Q2 | $237K | Buy |
3,690
+3
| +0.1% | +$193 | 0.04% | 177 |
|
|
2019
Q1 | $216K | Buy |
+3,687
| New | +$216K | 0.04% | 188 |
|
|
2018
Q4 | – | Sell |
-3,991
| Closed | -$270K | – | 631 |
|
|
2018
Q3 | $270K | Sell |
3,991
-464
| -10% | -$31.4K | 0.04% | 229 |
|
|
2018
Q2 | $277K | Buy |
4,455
+3
| +0.1% | +$187 | 0.04% | 219 |
|
|
2018
Q1 | $325K | Sell |
4,452
-148
| -3% | -$10.8K | 0.06% | 175 |
|
|
2017
Q4 | $353K | Buy |
4,600
+2
| +0% | +$153 | 0.06% | 169 |
|
|
2017
Q3 | $337K | Buy |
4,598
+2
| +0% | +$147 | 0.08% | 114 |
|
|
2017
Q2 | $310K | Buy |
4,596
+2
| +0% | +$135 | 0.07% | 111 |
|
|
2017
Q1 | $301K | Sell |
4,594
-75
| -2% | -$4.91K | 0.07% | 109 |
|
|
2016
Q4 | $321K | Buy |
4,669
+5
| +0.1% | +$344 | 0.08% | 104 |
|
|
2016
Q3 | $225K | Buy |
+4,664
| New | +$225K | 0.07% | 128 |
|
|
2016
Q1 | – | Sell |
-4,593
| Closed | -$231K | – | 135 |
|
|
2015
Q4 | $231K | Buy |
+4,593
| New | +$231K | 0.1% | 82 |
|